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Annis Gardner Whiting Capital Advisors’s Whirlpool WHR Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-850
Closed -$45.8K – 1250
2026
Q1 		$45.8K Buy
+850
New +$62.4K 0.01% 595
2025
Q4 		– Sell
-850
Closed -$66.8K – 1358
2025
Q3 		$66.8K Hold
850
– – 0.01% 449
2025
Q2 		$86.2K Sell
850
-75
-8% -$6.24K 0.03% 327
2025
Q1 		$83.4K Buy
+925
New +$98.1K 0.04% 290
2024
Q4 		– Sell
-925
Closed -$99K – 813
2024
Q3 		$99K Hold
925
– – 0.03% 288
2024
Q2 		$94.5K Hold
925
– – 0.03% 317
2024
Q1 		$111K Sell
925
-44
-5% -$4.91K 0.04% 265
2023
Q4 		$118K Buy
969
+275
+40% +$32K 0.05% 199
2023
Q3 		$92.8K Buy
+694
New +$98K 0.05% 221

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's WHR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 850 shares — an estimated $45.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in WHR in Q3 2023 and held it in 9 quarters. The position peaked at $118K in Q4 2023. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 850 Whirlpool shares in Q2 2026, an estimated $45.8K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Whirlpool in Q3 2023 and held it in 9 quarters.
  • Annis Gardner Whiting Capital Advisors's Whirlpool position peaked at $118K in Q4 2023.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.